Sales Research Agent

About the Agent

Manual research slows down sales teams, outdated data impacts decision-making, and generic outreach reduces conversion rates. The SimplAI Sales Research Agent automates sales intelligence gathering, delivering real-time insights, structured data, and seamless CRM integration to enhance sales prospecting and outreach.

Built on Agentic AI, this solution autonomously collects, organizes, and delivers key information about leads, companies, and markets, allowing sales teams to focus on high-value interactions instead of time-consuming research.

Who Can Benefit?

Our solution is ideal for:

• Sales Teams & SDRs: Get instant, structured insights on leads.

• Account Executives: Access up-to-date company intelligence for personalized outreach.

• Sales Operations: Automate data enrichment and keep CRM records fresh.

• Business Development Teams: Discover new sales opportunities efficiently.

Key Features

Autonomous Company & Lead Research:

• Retrieves detailed insights on companies, key decision-makers, financials, and market positioning.

• Generates structured reports from multiple data sources.

Real-Time Data Aggregation:

• Continuously collects intelligence from public sources, financial reports, regulatory filings, and news platforms.

• Ensures access to current and relevant information.

Customizable Search Parameters:

• Enables tailored research based on leadership changes, funding rounds, market trends, and industry-specific factors.

Automated Sales Recommendations:

• Identifies potential sales opportunities and competitive insights.

• Highlights key decision-makers and suggests strategic outreach approaches.

CRM Integration:

• Seamlessly syncs research findings with existing CRM systems for immediate usability.

How It Works

Step 1: Query Input (Optional)

Users enter a research request, or the agent autonomously gathers relevant intelligence.

Step 2: Data Collection

AI scans public data sources, regulatory filings, news articles, and company reports.

Step 3: Insight Generation

Extracted information is structured into an actionable report.

Step 4: Delivery & Integration

Reports are accessible via the dashboard, email, or CRM system.

Business Impact

• Faster Sales Research: Reduces manual research time by up to 90%, accelerating sales cycles.

• Improved Lead Quality : Provides comprehensive prospect intelligence for higher engagement and conversion rates.

• Scalability Without Additional Resources: Handles large volumes of research autonomously, supporting business growth.

• Reduced Customer Acquisition Costs: Optimized targeting lowers acquisition costs by 40-60%.

Why Choose SimplAI?

Unlike traditional AI tools that retrieve static data, SimplAI’s Agentic AI autonomously structures, analyzes, and delivers insights in real-time. This ensures that sales teams always have accurate, actionable intelligence within their workflows.